Financial planner and principal of Adapt Wealth Management, Reuben Zelwer simplifies the world of finance and give you the information, tricks and tips to get ahead.
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Episode 80 - The customer experience with Yoni Paluch
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The customer service experience with Yoni Paluch Customer service is often the most overlooked part of any business. However, industries all over the world are changing their priorities, carefully analyzing customer data and looking to retain as many clients as they can - even if they have to throw ridiculous offers on the table. To explain this ch…
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Episode 70 - Generating income from your investments with Michael O'Neill from Investors Mutual
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With interest rates at all-time lows and likely to drop further, how do you generate reliable income your portfolio? Many people are looking to the share market. To help us gain an understanding of the current market, my guest today is Michael O’Neill, Portfolio Manager at Investors Mutual Limited. Investors Mutual Limited is an Australian-based Eq…
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Episode 69 - Marketing your small business with Joel Fixler (1 May)
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FH069 Marketing your business with Joel Fixler You can create the best and most innovative product ever, but no one will buy it if they don’t even know it exists. Making sure consumers know you have something to sell is the essence of marketing. However, not all marketing methods are created equal, and it can be a confusing subject for anyone who i…
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Episode 68- Shareholder Activism with Jeremy Leibler
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Other than social activists, there’s another group large companies are constantly hearing from and they are the shareholder activists. What are shareholder activists and how do they affect the market? Jeremy Leibler joins me today to answer that question. Jeremy is a partner at Arnold Bloch Leibler, specialising in corporate law, mergers and acquis…
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Episode 67 – Residential or commercial property with Tim Farrelly
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FH066 - Residential or commercial property The property market can be confusing. Buy and apartment or house? A shop or an office space? Residential or commercial? That’s a question my guest Tim Farrelly will answer today. Tim is the Principal of Farrelly’s Investment Strategy, an investment consulting company. He joins me to share his thoughts on t…
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Episode 66 - Revolutionising the hearing aid industry with Noam Korbl
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Suffering from hearing loss is by no means a light matter. The way you live your life is affected and the expenses associated with treatments and consultations start to pile up. What if there was a way to streamline the process of seeing an audiologist and choosing the right type of hearing aid in the most cost-effective way possible? That’s what m…
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Episode 65 - Buy banks or property with Roger Montgomery Let’s say you have only two investment options. Buy bank shares or invest in residential property. Which would you choose? That’s what my returning guest Roger Montgomery will try to answer. In this episode, Roger discusses the recent news coverage on market trends and how analysts and broker…
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Episode 64- Going green with Dion Epstein from G-store
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FH64 - Going green with Dion Epstein from Gstore Sustainability, energy efficiency, and becoming environmentally-friendly have become a major focus for business owners and individuals alike. Whether it’s due to the financial savings opportunity or their concern for the environment and global warming, many people seek cost-effective ways to “go gree…
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Episode 63 - Who will lend us the money?
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Episode 63 - Who will lend us the money Since the release of the Royal Commission report, there has been a lot of outrage within the financial industry - particularly with mortgage brokers. One of which is regarding how consumers will get mortgage loans in the future. My guest today is Grant Rheuben, the Senior Finance Broker at Loan Market. We dis…
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Episode 62- The Royal Commission is here The Royal Commission Report finally came out, and as expected it had a lot of points I think are worthy of an extensive discussion. Joining me today to do just that is my friend James Williamson of Millhaven Financial Services. James and I analyse the Royal Commission Report’s take on financial advice and wh…
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Episode 61- From bean counter to tech entrepreneur and beyond
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How do you know if your business is running at its best? What changes do you apply if you find out it’s anything but efficient? That’s what Business Optimiser Brett Schwarz wants us to learn in today’s episode. Brett has extensive experience enabling businesses to operate at their best, creating value and growing sustainable profits at the same tim…
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Episode 60- Understanding share market volatility
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What has driven the major increase in share market volatility over the last few month. My guest today is Jon Reilly, the Chief Investment Officer at Implemented Portfolios. Implemented Portfolios is a company that helps financial advisers provide portfolio management solutions to their clients. Jon discusses various international events that can im…
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Episode 59 - Financial empowerment with Irit Harris
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Research shows that being in control of your finances is a critical part of your overall wellbeing. In particular, while debt can be used to help move your life forward, it’s also one of the greatest barriers to having financial freedom. How do you achieve financial freedom in a consumerist world? This is what today’s guest, Irit Harris, wants us t…
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Episode 58 - Taming the data beast with Mitch Tomazic
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FH058 - Taming the data beast We collectively send and receive an enormous amount of data every second, and with the way things are going, it doesn’t look like we’ll be stopping anytime soon. While the sheer size does seem intimidating, businesses would do best to know exactly what their data tells them and how they should move forward. For that, t…
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Episode 57 - Starting a movement with Steve Crawford
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Episode 57 - Starting a movement with Steve Crawford Financial advice in some form should be accessible to everyone. Whilst we often associate financial advice with investments and managing cashflow, changing behavior around money management and measuring progress towards lifestyle goals, does not receive as much attention as it should. My gest tod…
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Episode 56 - How low can house prices go
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Episode 56 - How low can house prices go Has the price of your house fallen by 10%, 15% or even 20%? Who do you believe? The newspaper, your local real estate agent or trusted financial planner? To help shed light on the subject, we have podcast favorite Tim Farrelly. Tim is the owner of Farrelly’s Investment Strategy, a company that provides consu…
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Episode 55 - The Jewish professional women's network
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In modern times, we’ve come a long way when it comes to gender equality. Yet there still persist, stubborn problems - particularly in the workforce. Gabi Crafti is a barrister specialising in regulatory matters and commercial law and the founder of the Jewish Professional Women’s Network. She joins me to share her thoughts on the various subjects c…
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Episode 54 - The battle for the state of Victoria
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Episode 54 - The battle for the State of Victoria If you thought the U.S. Elections were hot, then you haven’t experienced the heat of a Victorian State Election which is to be held on the 24th of November. In recognition, I decided to bring on two of the most prominent candidates in this year’s election - David Southwick is the current state membe…
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Episode 53 - Where we work Working from home is said to be the most comfortable way to earn money, but the co-working space industry has been slowly and steadily growing at the same time. What’s up with this trend? This is the question my guest Michael Benson will answer in today’s episode. Michael is the CEO at Worskpace365, a business that provid…
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Episode 52. Start-Up Nation When it comes to business, Australia and Israel share a tightly-knit relationship. What makes Australia such a good place for Israeli companies to expand to? That’s what my guest for today will answer. Harry Kingsley is a partner at Holding Redlich, a law firm that deals with legal matters in the areas of administrative,…
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Episode 51 - Planning Plan B (10 October)
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FH051- Planning Plan B We’re always looking forward to things going well, but what if nothing goes as we hoped? Experiencing the unexpected is part of life, and it’s always a good idea to prepare for them. That’s what author Kylie Parker seeks to get across with her book, Planning Plan B, which is about preparing not just yourself, but those around…
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Episode 50 - The fallout from the Royal Commission
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How do we fix our banks? That’s the question that came to mind after reading the Royal Commission’s Interim Report. And from the looks of the headlines from both online and newspaper outlets, I wasn’t the only one who scratched my head. In today’s episode, my guest Michael Chew and I share our opinions on the report. We discuss some of its highligh…
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Some say money makes the world go round and in many ways, it does. This is why it’s imperative to learn how money works and how to grow yours as early as possible. That’s something Yossi Bart, a year-9 student at Leibler Yavneh College, is undertaking. Yossi shares what made him want to learn about money and how he currently applies his knowledge. …
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Episode 48 - The world of movie making with Eddie Tamir
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Watching a movie today can be done by just pushing the right buttons on your remote and making use of streaming services such as Netflix. Despite this convenience, some movie fans want the whole cinematic experience that no streaming service can provide - and that’s where Eddie Tamir comes in. Eddie and Lindy Tamir are the owners of Elsternwick Cla…
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Episode 47 - The Office. The Office. A guide to commercial property investment with Steve Bennett from Charter Hall
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Episode 47 - The Office.. A guide to commercial property investment with Steve Bennett from Charter Hall Residential properties are all the craze these days and the market’s getting a little cramped for comfort. On the other hands, commercial properties are rarely discussed by mums and dads. My guest this week is the Head of Charter Hall’s direct p…
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Epsiode 46 – You need a criminal lawyer with Brett Tait
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Episode 46 - You need a criminal lawyer You wouldn’t want yourself or your business to be involved in a crime, but what do you do if you are? That’s when you get a criminal lawyer. My guest this week is Brett Tait a criminal attorney at Tait Lawyers, a general legal practice with over 45 years of service and over 100 years of experience between fiv…
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Episode 45 – Even more screwed than we thought
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Are you worried about Donald Trump’s Twitter tirades and how they might affect your retirement portfolio? My guest this week is Jon Reilly, Chief Investment Officer at Implemented Portfolios, an Australian-based investment management business that’s been operating since 2004. Jon shares his insight on the political and economic fallout of Donald Tr…
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Episode 44 - Where to for the market with Roger Montgomery?
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Episode 44 - Where to for the sharemarket? Roger Montgomery is the founder of Montgomery Investment Management, a boutique investment management firm with domestic and international investment portfolios. He has over 20 years of experience in the finance industry, including areas of equity analysis, equity and derivative trading, as well as investm…
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Episode 43 - Up to our eyeballs in debt
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Grant Rheuben is a Senior Finance Broker at Loan Market, one of Australasia’s largest mortgage finance broking companies. He joins me today to share his thoughts on mortgage brokers, how they promote competition in the debt market and shares his advice for taking out a mortgage loan. He discusses what drives people to take on so much debt, why prop…
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episode 42: Wake up and smell the coffee! The world of coffee trading with Moshe Tawil.
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FH042 - Wake up and smell the coffee. The world of coffee trading with Moshe Tawil Moshe Tawil is the General Manager of Panamerican Coffee Group Pty Ltd and International Coffee Traders, a coffee trading company that develops mutually beneficial relationships with coffee producers and roasters. Having loved coffee from a young age, he became enamo…
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Episode 41 - Managing career transitions with Kerina Alter
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Episode 41 - Managing career transitions with Kerina Alter Kerina Alter is the founder and Director of Altered Career, a coaching practice dedicated to providing professionals of all ages with the tools, resources, and clarity they need to transition their careers successfully. As an expert career and leadership coach and change consultant, Kerina …
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Episode 40 - The only way is up Tim Farrelly is the founder and Principal of Farrelly’s Investment Strategy, an independent investment advisory firm based in Sydney, Australia. Since 2003, his company has helped countless investors create dynamic investment portfolios through their subscription and consultation services. Tim joins me today to discu…
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Episode 39 - Keep on moving with Jonathan Bell from Narre Warren Physio
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Jonathan Bell is a musculoskeletal physiotherapist with over 20 years of experience. He is the Director and Partner at Narre Warren Physiotherapy Sports and Injury Group, a physiotherapy clinic focused on providing evidence-based rehabilitation and treatment programs for a variety of musculoskeletal conditions such as migraines, arthritis, chronic …
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Episode 38 – The world of personal grooming with Leah Miller
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Leah Miller is the owner and Director of Waxed; a personal grooming company focused on helping clients look and feel their best through full-body hair removal, tanning treatments, and lash application services. She has five salon locations across Australia including Windsor, Balaclava, Malvern, Elsternwick, and Bentleigh. Her career initially began…
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Episode 37 – Keeping it in the family with Yehuda Gottlieb of the Spotlight family office
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Yehuda Gottlieb is the General Manager of Investments at Spotlight Group Holdings, LTD., a privately-held commercial holdings company based in South Melbourne, Australia with operations across the country as well as in New Zealand and Asia. He has over a decade of experience in advising and consulting middle-market and publicly listed companies wit…
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Episode 36 – Art, philanthropy and start-ups with Nathan Cher
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Episode 36 – Art, philanthropy and start-ups with Nathan Cher Art, Philanthropy and start-ups are three of Nathan Cher’s passions and have played a major role in his personal and business journey. According to Nathan the common theme in all three endeavours are: backing individuals, investing money and taking risk, and providing guidance to help th…
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Episode 35- 2018 Federal budget –the winners and losers
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This week on The Finance Hour podcast, my good friend and Director of Orange Wealth, Michael Chew, joins me to discuss the 2018 federal budget forecast. We share our thoughts on the winning and losing changes taking place this year and discuss our overall impressions of the Federal budget. We discuss how wage growth impacts the economy and our thou…
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episode 34- Don't forsake me in my old age
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Have you ever helped a love one move into an aged care facility? In the end, we are all going to face this situation and you will need to deal with the complex emotional and financial issues associated with this difficult transition. In this week’s episode I'm joined by by Sara Bell and Noel Carter of Next Direction, a firm that assist families in …
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Episode 33 – Power me up! – A guide to managing your energy bills with solar power
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Ever wondered if it is worth installing solar panels on your roof? Then this week’s show is compulsory listening. My guest this week is a Matt Russell of GStore – a superstore in Malvern East which has a wide range of products including solar power panels, water tanks and hot water systems designed to make greener, more energy efficient homes. Matt…
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Episode 32- Will your investments last longer than you do
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Ever stayed awake at night worrying about whether or not your investment portfolio will expire before you do? Then this week’s show is compulsory listening. My guest this week is a Finance Hour favorite – Tim Farrelly, principal of Farrelly’s investment strategy. Tim guides financial planners like me in putting together long term portfolios for cli…
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Episode 31- Brand me Up. A guide to on-line marketing with Joel Gerschman
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Ever wondered about how businesses attract customers in the on-line world? Mystified by SEO, Facebook, LinkedIn, Twitter, Pay per click? Then today’s show is a must-hear. My guest is Joel Gerschman, managing director of the Change Coach. Joel cuts through the noise and guides his clients in harnessing digital marketing to attract potential customer…
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Episode 30 - Who moved my cheese? Labor and the franking credits rebate ban
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Episode 30– Who moved my cheese? Is Bill Shorten’s announcement about getting rid of franking credit refunds akin to a cat moving a mouse’s cheese? Is it necessary to repair the budget repair or thievery from retirees and self-managed superannuation funds? In this week’s episode we go straight to the top to get the answers. I interview John Maroney…
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Episode 29- Fitness and Finance with Fred Liberatore
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Thought there was no link between physical and financial fitness? Well think again! My guest this week is Fred Liberatore, who is a master coach, personal trainer, former amateur body builder and owner of Realfit Gym – a boutique gym and personal training studio with two locations in Melbourne I talk to Fred about the surprising impact that a physi…
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Episode 28 - Managing conflict in the workplace with Zandy and Tony Fell
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Conflict in the workplace is inevitable. No matter how perfect a workplace may look from the outside, conflict is bound to happen one way or another. In this episode you’ll learn how to handle the inevitable complexities of workplace relationships and appreciate the importance of engaging in difficult conversations. Tony and Zandy Fell of the Zalt …
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Episode 27- Should you be scared of the big bad bear?
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Are you happy with the returns of your share and property investments over the last few years? Optimistic that things will continue? Or are you worried about an impending bear market (where shares and property prices start to fall and pessimism persists). On this episode, Tim Farrelly, principal at Farrelly’s Investment Strategy provided us with so…
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Episode 26- Remembering Lawrence Shamrakov
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Episode 26 - Remembering Lawrence Shamrakov This episode is dedicated to my dear friend and business partner, Lawrence Shamrakov who passed away tragically as a result of a bike accident two years ago (20 January 2016). Lawrence’s cousin Gary Voskoboynik joins me today to speak a few people who were close to Lawrence and share their stories to give…
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Episode 25- Supersize me- Scaling up using Private Equity with Simon Feiglin
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Ever wonder how Uber (valued at roughly $50 billion!) and other private companies rapidly scale its business operation without ever going public and listing on the stock market? In this episode you’ll learn how private equity enables companies to exponentially scale their businesses and tap new markets. Simon Feiglin is a Managing Partner and Fund …
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Episode 24 - Small Business Big Marketing with Timbo Reid
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Ever wondered if it’s worth setting aside budget for marketing in your small business today? In this episode you’ll learn why there’s no better time to start marketing than now. Timbo Reid who runs the #1 podcast marketing show called Small business, Big marketing shares his tips on how to make your business stand up from other businesses. He also …
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Ever thought that financial advice is just for the wealthy? Well think again. Technology is making the first steps on the path to financial success easier than ever. In this episode of the Finance Hour, we have an in-depth discussion with Paul Feeney of Mapymplan an on-line program allowing people to set-up a simple, actionable financial strategies…
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Episode 22- Good things come in small packages
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This week’ episode is about investing in small and medium size companies. I have a great discussion with Callum Burns who manages the SGH Hiscock ICE fund, Tune in to learn Why investors should diversify away from the big bank and resources stocks despite their high level of franked dividends. Examples of smaller companies which have a competitive …
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